A detailed analysis of the current gold pricing framework and why this framework is unsustainable. In the current framework gold is priced based on the 10-year TIPS yield. In my view, the current framework becomes more nonsensical the longer the TIPS yield stays below zero. At…
From examining the roll data of gold futures I have found no evidence of gold price suppression. One of the most discussed subjects in the gold space is…
Averaging stock market capitalization to GDP ratios from seventeen developed economies over the past 150 years reveals the world has never witnessed an…
In general, the gold price in U.S. dollars is set by long-term inflation expectations and interest rates in the United States. The price of gold in…
Housing prices in Amsterdam, corrected for inflation, have never been this high since recorded history. Next to low interest rates, the cause of rapidly…
How the physical gold price is set, and how physical and derivates markets around the world are connected and interact. Founding Members of The Gold…
Dear subscribers, Kindly note that as of March 22, 2021, billing has been paused. The reason is that I have burnout symptoms and will take some time off…
The rising 10-year U.S. Treasury interest rate is causing the gold price to decline. The gold price is inversely correlated to the “real interest rate…
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